MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Quarter Est. Return
1 Year Est. Return
+36.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$13.3M
5
LHX icon
L3Harris
LHX
+$12.8M

Top Sells

1
+$24.4M
2
+$18.2M
3
+$17.9M
4
ANET icon
Arista Networks
ANET
+$16.2M
5
CSX icon
CSX Corp
CSX
+$13.4M

Sector Composition

1 Financials 20.97%
2 Technology 17.57%
3 Healthcare 13.15%
4 Consumer Discretionary 11.95%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$423K 0.03%
13,670
-174,520
152
$409K 0.03%
2,537
-246
153
$380K 0.03%
1,378
-88
154
$371K 0.03%
+80,330
155
$371K 0.03%
5,092
-222
156
$357K 0.03%
5,860
-380
157
$350K 0.03%
2,810
-310
158
$329K 0.02%
1,529
-105
159
$325K 0.02%
590
-10
160
$319K 0.02%
1,645
-103
161
$313K 0.02%
+16,067
162
$310K 0.02%
26,215
-36,320
163
$285K 0.02%
1,146
-731
164
$285K 0.02%
1,690
-180
165
$276K 0.02%
775
-14,120
166
$268K 0.02%
2,616
-902
167
$255K 0.02%
9,904
-15,143
168
$248K 0.02%
1,280
-140
169
$222K 0.02%
1,355
-150
170
$211K 0.02%
1,700
-190
171
$208K 0.02%
+4,418
172
$148K 0.01%
32,199
173
$61K ﹤0.01%
2,702
174
– –
-29,340
175
– –
-43,707
5 6
7
8 9